B5 Assessment

As a leader, your performance sets the tone for your business—and your life. The B5 Assessment is a strategic tool built for high-achieving professionals who want to assess and optimize the core drivers of sustainable success: Brain, Body, Bucks, Bonds and Being.

In just 20 focused questions, you’ll gain insight into where you’re operating at your best—and where there’s
opportunity to elevate. Whether you’re preparing for growth, succession, or legacy, this assessment offers a clear snapshot of your current trajectory.

For each statement, rate your business on a scale from 1 (weak) to 5 (strong). Approach it with intention. Use it as a mirror. Then use what you learn to lead with greater clarity, purpose, and impact.

B5 Assessment

Name(Required)
Body(Required)
1. My goals are written, prominently displayed, and regularly reviewed.
Body(Required)
2. I have a mentor whom I trust and who holds me accountable.
Body(Required)
3. I read or listen to something instructional or inspirational for at least 30 minutes each day.
Body(Required)
4. I plan out my day the day before.
Brain(Required)
5. I do strength training, stretching, and cardiovascular exercise at least three times a week.
Brain(Required)
6. I follow a nutrition plan/eating protocol and I drink 100 ounces of water daily.
Brain(Required)
7. I spend time outside for at least 30 minutes daily.
Brain(Required)
8. I sleep for at least 7 hours each night.
Bucks(Required)
9. I have a professionally designed and diversified financial portfolio.
Bucks(Required)
10. I feel that I am compensated completely according to my worth.
Bucks(Required)
11. I have the needed insurance, financial retirement, and estate plans in place.
Bucks(Required)
12. My current business/job has the realistic potential to accomplish all my financial goals.
Bonds(Required)
13. All my friends are a positive influence in my life.
Bonds(Required)
14. I take time to spend at least 10 hours of focused time with my family each week.
Bonds(Required)
15. I am actively engaged in learning how to be a better spouse, parent, and/or friend.
Bonds(Required)
16. I look for ways to support and help advance the success of my friends and family.
Being(Required)
17. I consistently use my faith to help resolve my problems and help others.
Being(Required)
18. I take at least 20 minutes each day to meditate and reflect on my life.
Being(Required)
19. I review and/or journal what I am grateful for every day.
Being(Required)
20. I always say no to requests or obligations that don't fit my core values.
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